Gather in-depth insight and analyze models with the full extent of Morningstar’s holdings database and analytics. Scale your business with Model Marketplace by customizing models and automating management, rebalancing, and trade execution processes in one connected platform.
How It Works
Leverage Our Data and Research
Examine models with our unique depth of insight on asset managers, strategies, and holdings data.
Consolidate Your Workflow
Automate the management, rebalancing, and trade execution of portfolios with Total Rebalance Expert.
Retain full control of model research, screening, and selection.
Reclaim Your Time
Subscribe to and customize models from third-party asset managers.
Show Your Value
Personalize strategies and recommendations to best meet clients’ needs.
How Can Third-Party Models Support Your Practice?
Watch our on-demand webinar to learn how you can examine, select, and customize models with our unique depth of insight on asset managers, strategies, and holdings data with Model Marketplace and Morningstar OfficeSM Cloud.
How You Can Get It
Get Model Marketplace through Morningstar OfficeSM Cloud, a web-based portfolio management software for advisors.